Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,247 | $99,994-75.8% | $146,643-83.5% | $85,847-71.8% |
| Participation rate | 98.6% | 73.1%+25.5pp | 80.1%+18.5pp | 69.3%+29.2pp |
| Annual return | 20.62% | 18.93%+1.7pp | 22.75%-2.1pp | 318.61%-298.0pp |
| Employer contribution / active EE | $7,163 | $2,559+179.9% | $4,137+73.1% | $2,565+179.2% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,556 | $7,703-66.8% | $10,280-75.1% | $6,261-59.2% |